Melissa Diane Harbold

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Timonium, MD
• 11/2009 → Present
  Bank Of America,Na
  Timonium, MD

Previous Registrations

• 2007-04-02 → 2009-01-20
  Morgan Stanley & Co. Llc
  Hunt Valley, MD
  Hunt Valley, MD
• 2005-02-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

I*: 2516260 Entity Type: For Profit Name of OBA: J. J. LLC Address: Port Deposit, MD 21904 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/12/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: LLC Member - LLC will own one residential property to be renovated and eventually rented

Exams

• S66 Uniform Combined State Law Examination
  2005-02-16

Other Names

• Melissa Diane Heller